4 BDCs of all stripes have reached new record high prices. We provide valuation metrics and discuss why the market animal spirits seem to be reviving.We’ve got one strong theory.
A portfolio company of Capital Southwest’s has been sanctioned. We discuss the possible implications for the BDC which has both debt and a highly valued preferred position in the company.
We de-construct Main Street Capital’s preliminary IIIQ 2024 results at a time when the much-loved BDC is trading close to its all-time high and at multiples its peers can only dream of.
We both analyze how Main Street Capital’s dividend payout performance looks like for 2024 and how the sector as a whole is faring. The numbers may surprise you.
We analyze Main Street Capital’s latest unsecured note offering, highlighting its benefits for the BDC and the shareholders. From there, we discuss how valuable this sort of financing has become for the BDC sector generally.
Main Street tantalizes investors with a few key preliminary results for the IQ 2024 and promises a higher payout as well. We put this latest data in perspective and what the result might be for the year as a whole.
The BDC Reporter highlights the most interesting items to come out of Capital Southwest’s IVQ 2023 earnings conference call.
Three BDCs reached new 52-week highs on Monday January 23, 2024. We analyze the phenomenon; review each BDC’s valuation metrics and consider the implications for BDC investors.
Main Street is sharing some preliminary results for the IVQ 2023. There’s much to like in this (incomplete) picture.
Once again Main Street Capital has announced an increase in its dividend. We analyze the BDC’s recent performance in this critical category for BDC investors.
Main Street reveals some key metrics for the IIIQ 2023 but a lot more is missing which leaves the BDC Reporter to draw very few conclusions.
Main Street offers up new investment activity data for the IIIQ 2023 for one of its business segments. This serves as a potential indicator of how busy MAIN – and other BDCs – might have been in the period. Here’s what we learned…
We review Main Street’s preliminary IIQ 2023 results to ascertain what they tell us about what we should expect from the BDC itself and from the sector.
Main Street promises IQ 2023 results that exceed all prior periods, including analyst expectations where key metrics are concerned. We compare and contrast the numbers and review the recent impact on the popular BDC’s stock price.
Main Street Capital announces an increased distribution payout for the IIQ 2023 than in the prior period. Leaning on our sister publication BDC Best Ideas we consider whether that is as good as it gets, or not ?
